Scge Management as of June 30, 2020
Portfolio Holdings for Scge Management
Scge Management holds 24 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A (SHOP) | 15.5 | $801M | 844k | 949.20 | |
| Twilio Cl A (TWLO) | 11.8 | $611M | 2.8M | 219.42 | |
| Ringcentral Cl A (RNG) | 7.0 | $361M | 1.3M | 285.01 | |
| Servicenow (NOW) | 6.5 | $338M | 833k | 405.06 | |
| Hubspot (HUBS) | 6.1 | $316M | 1.4M | 224.35 | |
| Amazon (AMZN) | 6.0 | $310M | 113k | 2758.82 | |
| Paypal Holdings (PYPL) | 6.0 | $308M | 1.8M | 174.23 | |
| Okta Cl A (OKTA) | 5.9 | $305M | 1.5M | 200.23 | |
| Microsoft Corporation (MSFT) | 5.5 | $286M | 1.4M | 203.51 | |
| Sea Sponsored Ads (SE) | 4.5 | $235M | 2.2M | 107.24 | |
| Facebook Cl A (META) | 4.5 | $232M | 1.0M | 227.07 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.9 | $200M | 925k | 215.70 | |
| Pinduoduo Sponsored Ads (PDD) | 3.6 | $186M | 2.2M | 85.84 | |
| Msci (MSCI) | 2.8 | $148M | 442k | 333.82 | |
| Docusign (DOCU) | 2.2 | $115M | 670k | 172.21 | |
| Medallia | 2.0 | $104M | 4.1M | 25.24 | |
| Zoom Video Communications In Cl A (ZM) | 1.7 | $89M | 350k | 253.54 | |
| Chegg (CHGG) | 1.6 | $82M | 1.2M | 67.26 | |
| Five9 (FIVN) | 0.9 | $49M | 444k | 110.67 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $45M | 450k | 100.29 | |
| Arco Platform Com Cl A | 0.6 | $30M | 695k | 43.48 | |
| Bilibili Spons Ads Rep Z (BILI) | 0.4 | $23M | 500k | 46.32 | |
| Zoominfo Technologies Com Cl A (GTM) | 0.0 | $2.6M | 50k | 51.04 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $1.0M | 12k | 90.17 |
